Case Study: How To Scale An Advisory Firm To $150k / Month In Net Profit In 2025
(Without Wasting Any Money On Marketing, Buying Leads, Or Seminars)
How to advertise your firm for 1/10th of the cost of traditional marketing (it's not Facebook or LinkedIn)
The easiest way to diversify your lead-generation so your pipeline NEVER runs dry
The best type of content that gets pre-retirees with $1m+ to book meetings (no webinars, guides, or YouTube videos)
Say this ONE thing in your marketing to become the "only option" so more people book meetings with you
We added $29m in AUM to our own partner advisory firm in 90 days and booked over 3,200 qualified pre-retiree meetings
This short video training breaks down all the details and what it costs
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